Who owns Alarm.com Holdings (ALRM)
Which tracked institutional funds hold ALRM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ALRM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
75 tracked funds added or opened ALRM while 57 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ALRM’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ALRM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 294 tracked filers holding ALRM, 158 increased or opened the position and 155 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ALRM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 15
- ABSOLUTE INVESTMENT ADVISERS, LLC$10M
- Evanson Financial, LLC$7M
- Ovata Capital Management Ltd$6M
- Jupiter Topco LLC$3M
- OFI INVEST ASSET MANAGEMENT$3M
- Apollon Wealth Management, LLC$2M
Full exits 27
- SG Americas Securities, LLC$21M
- ACADIAN ASSET MANAGEMENT LLC$16M
- CENTAURUS FINANCIAL, INC.$12M
- TUDOR INVESTMENT CORP ET AL$10M
- Handelsbanken Fonder AB$8M
- Evanson Asset Management, LLC$7M
Largest adds
- BlackRock, Inc.$181M
- BANK OF MONTREAL /CAN/$47M
- DISCIPLINED GROWTH INVESTORS INC /MN$26M
- VANGUARD PORTFOLIO MANAGEMENT LLC$18M
- JPMORGAN CHASE & CO$16M
- AMERICAN CENTURY COMPANIES INC$14M
Largest trims
- NORGES BANK$25M
- ALGERT GLOBAL LLC$17M
- BROWN CAPITAL MANAGEMENT LLC$10M
- GENEVA CAPITAL MANAGEMENT LLC$8M
- RIVERBRIDGE PARTNERS LLC$7M
- Qube Research & Technologies Ltd$6M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ABSOLUTE INVESTMENT ADVISERS, LLC added | 11,000,000 | $10M | 0.5% | 2026-Q2 |
| BlackRock, Inc. added | 9,492,105 | $443M | 20.5% | 2026-Q2 |
| Ovata Capital Management Ltd new | 6,000,000 | $6M | 0.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 4,035,026 | $189M | 8.7% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 4,000,000 | $4M | 0.2% | 2026-Q2 |
| DISCIPLINED GROWTH INVESTORS INC /MN added | 3,585,614 | $168M | 7.8% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 3,455,190 | $161M | 7.5% | 2026-Q2 |
| OFI INVEST ASSET MANAGEMENT new | 3,300,000 | $3M | 0.1% | 2026-Q2 |
| STATE STREET CORP added | 2,188,123 | $102M | 4.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 2,141,371 | $100M | 4.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,338,291 | $63M | 2.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,258,666 | $59M | 2.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,183,422 | $55M | 2.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,010,774 | $47M | 2.2% | 2026-Q2 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 828,409 | $39M | 1.8% | 2026-Q2 |
| FMR LLC trimmed | 775,426 | $36M | 1.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 676,619 | $32M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 662,824 | $31M | 1.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 630,227 | $29M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 599,173 | $28M | 1.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 577,171 | $27M | 1.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 575,362 | $27M | 1.2% | 2026-Q2 |
| Select Equity Group, L.P. added | 462,015 | $22M | 1.0% | 2026-Q2 |
| Public Sector Pension Investment Board added | 449,034 | $21M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 435,559 | $20M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 395,071 | $18M | 0.9% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC trimmed | 394,872 | $18M | 0.9% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 369,222 | $17M | 0.8% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 352,261 | $16M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 329,224 | $15M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 306,917 | $14M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 300,689 | $14M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 299,465 | $14M | 0.6% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 265,748 | $12M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 265,580 | $12M | 0.6% | 2026-Q2 |
| Invesco Ltd. added | 243,487 | $11M | 0.5% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 225,238 | $11M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 223,355 | $10M | 0.5% | 2026-Q2 |
| Nuveen, LLC trimmed | 206,016 | $10M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 191,877 | $9M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 191,175 | $9M | 0.4% | 2026-Q2 |
| DF DENT & CO INC trimmed | 187,384 | $9M | 0.4% | 2026-Q2 |
| NORGES BANK trimmed | 167,419 | $8M | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP added | 166,557 | $8M | 0.4% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 162,214 | $8M | 0.4% | 2026-Q2 |
| Evanson Financial, LLC new | 153,432 | $7M | 0.3% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 147,959 | $7M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 143,255 | $7M | 0.3% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 140,313 | $7M | 0.3% | 2026-Q2 |
| WINMILL & CO. INC | 126,100 | $6M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 123,087 | $6M | 0.3% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 120,750 | $6M | 0.3% | 2026-Q2 |
| BROWN CAPITAL MANAGEMENT LLC trimmed | 120,604 | $6M | 0.3% | 2026-Q2 |
| SEIZERT CAPITAL PARTNERS, LLC added | 116,752 | $5M | 0.3% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 114,963 | $5M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 111,918 | $5M | 0.2% | 2026-Q2 |
| Montanaro Asset Management Ltd trimmed | 111,197 | $5M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 106,840 | $5M | 0.2% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP trimmed | 101,946 | $5M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 94,600 | $4M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 93,231 | $4M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 82,649 | $4M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 82,203 | $4M | 0.2% | 2026-Q2 |
| OSSIAM | 80,687 | $4M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 79,569 | $4M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 78,810 | $4M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 78,118 | $4M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 73,687 | $3M | 0.2% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 71,956 | $3M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 70,331 | $3M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 69,764 | $3M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 69,504 | $3M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 69,453 | $3M | 0.2% | 2026-Q2 |
| AMERICAN CAPITAL MANAGEMENT INC trimmed | 68,544 | $3M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 67,593 | $3M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 65,004 | $3M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 60,684 | $3M | 0.1% | 2026-Q2 |
| Summit Creek Advisors LLC trimmed | 59,056 | $3M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 56,962 | $3M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP added | 55,655 | $3M | 0.1% | 2026-Q2 |
| Trexquant Investment LP trimmed | 55,208 | $3M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 53,566 | $3M | 0.1% | 2026-Q2 |
| Motley Fool Asset Management LLC trimmed | 51,916 | $2M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 51,744 | $2M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 51,111 | $2M | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC new | 47,524 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 45,928 | $2M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 44,989 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 44,421 | $2M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 43,108 | $2M | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 41,469 | $2M | 0.1% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT added | 40,753 | $2M | 0.1% | 2026-Q2 |
| Magnetar Financial LLC added | 39,228 | $2M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 37,579 | $2M | 0.1% | 2026-Q2 |
| Cardinal Capital Management added | 37,313 | $2M | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. added | 34,910 | $2M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 34,532 | $2M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 33,965 | $2M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 32,583 | $2M | 0.1% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS added | 32,200 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.